Valuation Insights: US vs. China

This chapter explores the comparative valuations of the US and Chinese stock markets, focusing on earnings yield and market prices. It contrasts the uncertainties in China's economy with the high valuations in the US, while considering the potential for increased productivity in the face of demographic challenges.

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On today’s show, Stig Brodersen has invited back David Stein. David is a former chief investment strategist for Fund Evaluation Group, a $70 billion investment advisory firm. In this episode, David will break down what is going on in China and whether we as investors should be concerned about a stock market collapse.

IN THIS EPISODE, YOU’LL LEARN:

(01:07) How are Chinese stocks valued historically?
(05:37) How to think about stock market valuations in the US vs. China.
(09:04) Why are some investors like Charlie Munger, bull on Chinese equities?.
(13:36) Why are some investors bear on Chinese equities?
(17:50) What is the true debt situation in China?
(24:31) Can Evergrande lead to a stock market collapse?
(28:03) What happens to investors’ ADRs if they get delisted in the US?
(33:03 ) What is happening in the tech sector from an investing and regulatory perspective?
(37:11) What is the intention behind common prosperity?
(44:23) What are the known knowns and known unknowns when investing in China?
(48:03) What are the implications of the new Chinese currency?
(53:20) How to position yourself when investing in China.

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Listen to David Stein’s podcast, Money For the Rest of Us.
Visit David Stein’s Website.
Visit David Stein’s YouTube channel.

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